Our Story

We founded Madison Wealth Managers in 2009. After gaining extensive experience in wire house environments such as UBS; Goldman Sachs; A.G. Edwards; and Merrill Lynch, our group of professionals sought the flexibility to provide for our clients without the need to consider proprietary products and corporation-driven goals.  Since its inception, Madison Wealth Managers has grown our team of advisors and support staff, and most recently, we relocated to a large custom office space to accommodate our growing needs.

The independent advisors who have chosen to align with Madison Wealth Managers share a common goal: to put our clients first. Through a variety of approaches, all Madison Wealth Managers, Financial Advisors, and Registered Representatives dive into clients' individual needs to cater advice and knowledge to each distinct situation.